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Spdr Ser Tr shrt trsry etf shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Spdr Ser Tr shrt trsry etf (SPTS) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Spdr Ser Tr shrt trsry etf

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All positions including Spdr Ser Tr shrt trsry etf held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr shrt trsry etf by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 406k 28.72
2023-06-30 $12M 414k 28.79
2023-03-31 $12M 406k 29.23
2022-12-31 $9.8M 339k 28.89
2022-09-30 $5.7M 198k 28.91

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Spdr Ser Tr shrt trsry etf

Fisher Investments
Municipal Employees' Retirement System of Michigan
Royal Bank of Canada
Bank of America Corporation
RiverFront Investment Group
GLOBALT Investments LLC / GA
Private Advisor
UBS Group
GM Advisory
HPM Partners
Branch Banking & Trust Company
CWM
Crane Advisory
Cobblestone Capital Advisors
Wells Fargo & Company

View all funds holding Spdr Ser Tr shrt trsry etf